Jonathan Taylor (CRD# 5354939) is an Investment Advisor Representative working at Mayflower Advisors in Boston, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayflower Financial Advisors, LLC | Boston, MA | Jul 2020 - Current | 3 |
| Private Client Services | Boston, MA | Jul 2020 - Dec 2020 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Boston, MA | Apr 2018 - Jul 2020 | 2 |
| Bank Of America, N.a. | Boston, MA | Dec 2012 - Apr 2018 | 5 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Boston, MA | May 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- MA
-
Total Assets Under Management4,689MILLIONS
-
Total Number of Accounts2,361ACCOUNTS
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Average Account Value$1,985,970
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT
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